MCA
Mercer Capital Advisers Portfolio holdings
AUM
$187M
This Quarter Return
+3.5%
1 Year Return
+24.57%
3 Year Return
+59.58%
5 Year Return
+116.75%
10 Year Return
–
AUM
$135M
AUM Growth
+$135M
(+0.99%)
Cap. Flow
-$2.95M
Cap. Flow
% of AUM
-2.19%
Top 10 Holdings %
Top 10 Hldgs %
44.36%
Holding
262
New
5
Increased
23
Reduced
37
Closed
13
Top Buys
| 1 |
OceanFirst Financial
OCFC
|
$1.02M |
| 2 |
Chipotle Mexican Grill
CMG
|
$183K |
| 3 |
Alaska Air
ALK
|
$116K |
| 4 |
Oneok
OKE
|
$76.7K |
| 5 |
DuPont de Nemours
DD
|
$60.4K |
Top Sells
| 1 |
WFM
Whole Foods Market Inc
WFM
|
$1.13M |
| 2 |
Exxon Mobil
XOM
|
$829K |
| 3 |
Johnson & Johnson
JNJ
|
$440K |
| 4 |
RBS.PRF.CL
Royal Bk Of Scotland Gp
RBS.PRF.CL
|
$242K |
| 5 |
RBS.PRL.CL
Royal Bank Of Scotland Group Plc
RBS.PRL.CL
|
$202K |
Sector Composition
| 1 | Consumer Staples | 15.62% |
| 2 | Financials | 14.72% |
| 3 | Technology | 13.49% |
| 4 | Healthcare | 12.31% |
| 5 | Communication Services | 8.3% |